See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,407 | $86,929-74.2% | $102,423-78.1% | $80,856-72.3% |
| Participation rate | 80.2% | 72.4%+7.9pp | 76.5%+3.8pp | 67.6%+12.6pp |
| Annual return | 15.67% | 18.88%-3.2pp | 29.32%-13.7pp | 35.59%-19.9pp |
| Employer contribution / active EE | $29 | $2,369-98.8% | $3,023-99.0% | $2,755-98.9% |
| Participant deferral / active EE | $3,438 | $4,118-16.5% | $5,053-32.0% | $4,296-20.0% |
| Admin fee / account holder | $978 | $8,049-87.8% | $9,451-89.7% | $6,918-85.9% |